U Of O Foundation Supporting Organization
- Assets
- $394.2m
- Revenue
- $33.6m
- Investments
- $107.2m
- Employees
- 0
- Location
- Eugene, OR
- Founding
- 11/2013
- Data as of
- 06/2021
- EIN
- 46-1574842
Organization Overview
U Of O Foundation Supporting Organization is located in Eugene, OR. The organization was established in 2013. According to its NTEE Classification (B11) the organization is classified as: Single Organization Support, under the broad grouping of Education and related organizations. This organization is an independent organization and not affiliated with a larger national or regional group of organizations. U Of O Foundation Supporting Organization is a 501(c)(3) and as such, is described as a "Charitable or Religous organization or a private foundation" by the IRS.
For the year ending 06/2021, U Of O Foundation Supporting Organization generated $33.6m in total revenue. This represents relatively stable growth, over the past 6 years the organization has increased revenue by an average of 6.8% each year. All expenses for the organization totaled $37.9m during the year ending 06/2021. You can explore the organizations financials more deeply in the financial statements section below.
Form
990
Mission & Program ActivityExcerpts From the 990 Filing
TAX YEAR
2021
Describe the Organization's Mission:
Part 3 - Line 1
ASSIST UNIVERSITY OF OREGON FOUNDATION IN ITS ACTIVITIES TO SUPPORT THE UNIVERSITY OF OREGON.
Describe the Organization's Program Activity:
Part 3 - Line 4a
THE U OF O FOUNDATION SUPPORTING ORGANIZATION IS RESTRICTED TO ONLY MAKING GRANTS TO THE UNIVERSITY OF OREGON FOUNDATION OR TO THE UNIVERSITY OF OREGON, BOTH TAX EXEMPT ORGANIZATIONS, UNDER THE ARTICLES OF INCORPORATION.
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Board, Officers & Key Employees
| Name (title) | Role | Hours | Compensation |
|---|---|---|---|
Joan B Siegel Board Chair | OfficerTrustee | 1 | $0 |
Steven A Raymund Immediate Past Chair | OfficerTrustee | 1 | $0 |
Susan F Stevens Board Chair Elect | OfficerTrustee | 1 | $0 |
Julie A Schlendorf Secretary/treasurer | OfficerTrustee | 1 | $0 |
Jay D Namyet Chief Investment Officer | Officer | 4 | $0 |
R Paul Weinhold President/ceo | Officer | 4 | $0 |
Financial Statements
| Statement of Revenue | |
|---|---|
| Federated campaigns | $0 |
| Membership dues | $0 |
| Fundraising events | $0 |
| Related organizations | $0 |
| Government grants | $0 |
| All other contributions, gifts, grants, and similar amounts not included above | $27,911,968 |
| Noncash contributions included in lines 1a–1f | $0 |
| Total Revenue from Contributions, Gifts, Grants & Similar | $27,911,968 |
| Total Program Service Revenue | $0 |
| Investment income | $5,683,987 |
| Tax Exempt Bond Proceeds | $0 |
| Royalties | $0 |
| Net Rental Income | $0 |
| Net Gain/Loss on Asset Sales | $0 |
| Net Income from Fundraising Events | $0 |
| Net Income from Gaming Activities | $0 |
| Net Income from Sales of Inventory | $0 |
| Miscellaneous Revenue | $0 |
| Total Revenue | $33,595,955 |
| Statement of Expenses | |
|---|---|
| Grants and other assistance to domestic organizations and domestic governments. | $37,405,084 |
| Grants and other assistance to domestic individuals. | $0 |
| Grants and other assistance to Foreign Orgs/Individuals | $0 |
| Benefits paid to or for members | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation of current officers, directors, key employees. | $0 |
| Compensation to disqualified persons | $0 |
| Other salaries and wages | $0 |
| Pension plan accruals and contributions | $0 |
| Other employee benefits | $0 |
| Payroll taxes | $0 |
| Fees for services: Management | $0 |
| Fees for services: Legal | $0 |
| Fees for services: Accounting | $0 |
| Fees for services: Lobbying | $0 |
| Fees for services: Fundraising | $0 |
| Fees for services: Investment Management | $0 |
| Fees for services: Other | $493,552 |
| Advertising and promotion | $0 |
| Office expenses | $0 |
| Information technology | $0 |
| Royalties | $0 |
| Occupancy | $0 |
| Travel | $0 |
| Payments of travel or entertainment expenses for any federal, state, or local public officials | $0 |
| Conferences, conventions, and meetings | $0 |
| Interest | $0 |
| Payments to affiliates | $0 |
| Depreciation, depletion, and amortization | $0 |
| Insurance | $0 |
| All other expenses | $0 |
| Total functional expenses | $37,898,636 |
| Balance Sheet | |
|---|---|
| Cash—non-interest-bearing | $47,370,294 |
| Savings and temporary cash investments | $10,277,110 |
| Pledges and grants receivable | $229,398,975 |
| Accounts receivable, net | $0 |
| Loans from Officers, Directors, or Controlling Persons | $0 |
| Loans from Disqualified Persons | $0 |
| Notes and loans receivable | $0 |
| Inventories for sale or use | $0 |
| Prepaid expenses and deferred charges | $0 |
| Net Land, buildings, and equipment | $0 |
| Investments—publicly traded securities | $0 |
| Investments—other securities | $107,202,469 |
| Investments—program-related | $0 |
| Intangible assets | $0 |
| Other assets | $0 |
| Total assets | $394,248,848 |
| Accounts payable and accrued expenses | $4,431 |
| Grants payable | $0 |
| Deferred revenue | $0 |
| Tax-exempt bond liabilities | $0 |
| Escrow or custodial account liability | $0 |
| Loans and other payables to any current Officer, Director, or Controlling Person | $0 |
| Secured mortgages and notes payable | $0 |
| Unsecured mortgages and notes payable | $0 |
| Other liabilities | $0 |
| Total liabilities | $4,431 |
| Net assets without donor restrictions | $190,660 |
| Net assets with donor restrictions | $394,053,757 |
| Capital stock or trust principal, or current funds | $0 |
| Paid-in or capital surplus, or land, building, or equipment fund | $0 |
| Retained earnings, endowment, accumulated income, or other funds | $0 |
| Total liabilities and net assets/fund balances | $394,248,848 |
Grants Awarded
Over the last fiscal year, U Of O Foundation Supporting Organization has awarded $37,405,084 in support to 2 organizations.
| Grant Recipient | Amount |
|---|---|
UNIVERSITY OF OREGON PURPOSE: ACTIVITIES OF UNIVERSITY OF OREGON | $19,805,084 |
Eugene, OR PURPOSE: ACTIVITIES OF UNIVERSITY OF OREGON | $17,600,000 |
Grants Recieved
Over the last fiscal year, we have identified 1 grants that U Of O Foundation Supporting Organization has recieved totaling $10,000,000.
| Awarding Organization | Amount |
|---|---|
Goldman Sachs Philanthropy Fund New York, NY PURPOSE: EDUCATION | $10,000,000 |
Endowment Analysis
| Beg. Balance | $332,219,766 |
| Earnings | $17,959,441 |
| Admin Expense | $488,249 |
| Net Contributions | -$5,588,032 |
| Other Expense | $22,176,934 |
| Grants | $1,146,407 |
| Ending Balance | $320,779,585 |
Peer Organizations
| Organization Name | Assets | Revenue |
|---|---|---|
University Enterprises Inc Sacramento, CA | $150,298,368 | $99,291,560 |
University Of California Irvine Foundation Irvine, CA | $884,006,067 | $143,548,070 |
U C San Diego Foundation La Jolla, CA | $1,658,962,820 | $199,905,173 |
California State University Fresno Foundation Fresno, CA | $305,581,286 | $82,049,002 |
University Corporation At Monterey Bay Seaside, CA | $199,917,843 | $49,155,763 |
San Jose State University Research Foundation San Jose, CA | $57,091,451 | $53,661,013 |
University Of Nevada-Reno Foundation Reno, NV | $310,760,494 | $35,673,494 |
The U C Davis Foundation Davis, CA | $716,342,130 | $110,976,640 |
Southwestern Law School Los Angeles, CA | $126,801,745 | $54,692,632 |
Associated Students Ucla Los Angeles, CA | $54,580,827 | $39,327,069 |
Csu Fullerton Auxiliary Services Corporation Fullerton, CA | $104,352,109 | $45,637,535 |
New Schools Fund Oakland, CA | $55,397,321 | $41,218,694 |